See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,523 | $63,346+6.6% | $92,233-26.8% | $70,131-3.7% |
| Participation rate | 87.2% | 68.7%+18.5pp | 76.5%+10.7pp | 69.5%+17.6pp |
| Annual return | 14.27% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $249 | $2,471-89.9% | $3,679-93.2% | $2,342-89.4% |
| Participant deferral / active EE | $7,264 | $2,854+154.5% | $3,897+86.4% | $3,332+118.0% |
| Admin fee / account holder | $4,420 | $3,840+15.1% | $5,194-14.9% | $4,645-4.8% |